Panoramic Capital Partners
Latest statistics and disclosures from Panoramic Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OEF, CGCB, IJR, IJH, and represent 66.14% of Panoramic Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: CGCB, IVV, IJR, IJH, IBTF, MSFT, DON, ABBV, ORCL, GEV.
- Started 4 new stock positions in ABBV, ORCL, GEV, DON.
- Reduced shares in these 10 stocks: SGOV, , AMGN, MCD, , OEF, COST, PG, BRK.B, GOOG.
- Sold out of its positions in AMGN, MCD, CRM, VRSK.
- Panoramic Capital Partners was a net buyer of stock by $3.1M.
- Panoramic Capital Partners has $156M in assets under management (AUM), dropping by 7.95%.
- Central Index Key (CIK): 0002052992
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Portfolio Holdings for Panoramic Capital Partners
Panoramic Capital Partners holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.4 | $38M | +2% | 57k | 669.30 |
|
| Ishares Tr S&p 100 Etf (OEF) | 13.2 | $21M | 62k | 332.84 |
|
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 10.9 | $17M | +8% | 636k | 26.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.4 | $15M | +4% | 123k | 118.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $13M | +4% | 196k | 65.26 |
|
| Microsoft Corporation (MSFT) | 5.8 | $9.0M | +2% | 17k | 517.94 |
|
| Apple (AAPL) | 3.2 | $5.0M | +3% | 20k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $4.8M | +2% | 26k | 186.58 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.5 | $3.9M | -30% | 39k | 100.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $2.6M | 3.9k | 666.18 |
|
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| Amazon (AMZN) | 1.2 | $1.8M | +2% | 8.2k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.8M | +11% | 7.2k | 243.10 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $1.6M | -5% | 1.7k | 925.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.5M | 4.5k | 328.17 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.2M | 5.0k | 243.55 |
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| Visa Com Cl A (V) | 0.7 | $1.1M | 3.1k | 341.38 |
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| Meta Platforms Cl A (META) | 0.6 | $1.0M | +6% | 1.4k | 734.38 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $894k | 17k | 54.09 |
|
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| Tesla Motors (TSLA) | 0.6 | $862k | +5% | 1.9k | 444.72 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $852k | 1.4k | 596.03 |
|
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| Johnson & Johnson (JNJ) | 0.5 | $799k | +30% | 4.3k | 185.42 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $757k | +3% | 2.4k | 315.43 |
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| Broadcom (AVGO) | 0.4 | $670k | +7% | 2.0k | 329.91 |
|
| SYSCO Corporation (SYY) | 0.4 | $646k | 7.9k | 82.34 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $644k | 6.9k | 93.37 |
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| Home Depot (HD) | 0.4 | $569k | +7% | 1.4k | 405.19 |
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| Woodward Governor Company (WWD) | 0.3 | $519k | 2.1k | 252.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $514k | -4% | 1.0k | 502.74 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $487k | +130% | 21k | 23.36 |
|
| Wal-Mart Stores (WMT) | 0.3 | $466k | +16% | 4.5k | 103.06 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $441k | 775.00 | 568.81 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $427k | 700.00 | 609.32 |
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| Ge Aerospace Com New (GE) | 0.3 | $422k | 1.4k | 300.92 |
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| Eli Lilly & Co. (LLY) | 0.3 | $420k | 550.00 | 763.00 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $387k | 7.3k | 53.03 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $386k | 3.3k | 118.44 |
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| Copart (CPRT) | 0.2 | $380k | 8.5k | 44.97 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $380k | 2.3k | 167.33 |
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| Sherwin-Williams Company (SHW) | 0.2 | $367k | 1.1k | 346.26 |
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| Starbucks Corporation (SBUX) | 0.2 | $342k | 4.0k | 84.60 |
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| Ferrari Nv Ord (RACE) | 0.2 | $323k | 665.00 | 485.22 |
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| Nike CL B (NKE) | 0.2 | $319k | 4.6k | 69.73 |
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| Servicenow (NOW) | 0.2 | $301k | 327.00 | 920.28 |
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| Netflix (NFLX) | 0.2 | $300k | +6% | 250.00 | 1198.92 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $293k | 1.1k | 279.29 |
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| Philip Morris International (PM) | 0.2 | $289k | +4% | 1.8k | 162.20 |
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| Fastenal Company (FAST) | 0.2 | $281k | 5.7k | 49.04 |
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| Moody's Corporation (MCO) | 0.2 | $280k | 588.00 | 476.48 |
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| Caterpillar (CAT) | 0.2 | $279k | 584.00 | 477.15 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $251k | NEW | 4.8k | 52.30 |
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| Wells Fargo & Company (WFC) | 0.2 | $248k | 3.0k | 83.81 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $246k | 2.2k | 112.75 |
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| Bank of America Corporation (BAC) | 0.2 | $235k | +3% | 4.6k | 51.59 |
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| Union Pacific Corporation (UNP) | 0.1 | $222k | +6% | 941.00 | 236.25 |
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| Abbvie (ABBV) | 0.1 | $217k | NEW | 937.00 | 231.54 |
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| Oracle Corporation (ORCL) | 0.1 | $212k | NEW | 752.00 | 281.24 |
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| FedEx Corporation (FDX) | 0.1 | $207k | 877.00 | 235.87 |
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| Procter & Gamble Company (PG) | 0.1 | $207k | -13% | 1.3k | 153.65 |
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| Ge Vernova (GEV) | 0.1 | $201k | NEW | 327.00 | 614.90 |
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Past Filings by Panoramic Capital Partners
SEC 13F filings are viewable for Panoramic Capital Partners going back to 2024
- Panoramic Capital Partners 2025 Q3 filed Oct. 17, 2025
- Panoramic Capital Partners 2025 Q2 filed July 18, 2025
- Panoramic Capital Partners 2025 Q1 filed April 14, 2025
- Panoramic Capital Partners 2024 Q4 filed Jan. 29, 2025